RDA Financial Network Has $15.84 Million Stake in Microsoft Corporation $MSFT

RDA Financial Network boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 30,578 shares of the software giant’s stock after acquiring an additional 1,116 shares during the quarter. Microsoft accounts for about 3.9% of RDA Financial Network’s portfolio, making the stock its 2nd largest position. RDA Financial Network’s holdings in Microsoft were worth $15,838,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Sincerus Advisory LLC lifted its holdings in Microsoft by 3.8% during the 3rd quarter. Sincerus Advisory LLC now owns 794 shares of the software giant’s stock worth $411,000 after buying an additional 29 shares during the period. Legacy Private Trust Co. raised its position in shares of Microsoft by 2.5% during the third quarter. Legacy Private Trust Co. now owns 70,940 shares of the software giant’s stock worth $36,743,000 after acquiring an additional 1,729 shares during the last quarter. Kwmg LLC lifted its stake in shares of Microsoft by 0.3% in the third quarter. Kwmg LLC now owns 20,581 shares of the software giant’s stock worth $10,660,000 after acquiring an additional 63 shares during the period. Wedmont Private Capital boosted its holdings in Microsoft by 7.6% in the third quarter. Wedmont Private Capital now owns 112,736 shares of the software giant’s stock valued at $59,072,000 after acquiring an additional 7,978 shares during the last quarter. Finally, RF&L Wealth Management LLC increased its position in Microsoft by 0.4% during the 3rd quarter. RF&L Wealth Management LLC now owns 10,395 shares of the software giant’s stock valued at $5,384,000 after purchasing an additional 45 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Sanford C. Bernstein boosted their price target on shares of Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Citigroup lifted their price target on shares of Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a research report on Thursday, October 30th. KeyCorp restated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Mizuho lowered shares of Microsoft from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $630.00 target price on shares of Microsoft in a research report on Tuesday, October 28th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $631.03.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street bullishness on AI upside — Wedbush/Dan Ives reiterating Outperform and a $625 price target implies material upside for MSFT if AI monetization accelerates into 2026. Microsoft Stock Has 29% Upside in 2026, Says Dan Ives
• Positive Sentiment: Analysts forecasting a large incremental AI revenue stream — one top analyst scenario models roughly $25B of AI-driven revenue in fiscal 2026, supporting claims that MSFT may be undervalued on current multiples. Microsoft (MSFT) Stock: Top Analyst Forecasts $25B AI Revenue Boost
• Positive Sentiment: Product and partnership momentum — new partnerships, a cybercrime platform rollout and multi-year deals (e.g., with Cognizant) expand commercial channels for Copilot/Azure services. These deals support revenue visibility even as investment ramps. Microsoft Expands AI Footprint
• Positive Sentiment: Large AI-capex commitments — Microsoft is funneling sizable capital into AI (including major investments in India and Canada), which supports long-term cloud/AI leadership despite short-term spending. Heavy AI Investment Positions Microsoft
• Neutral Sentiment: Investor attention and favorable long-term narratives (dividend-growth narrative, Zacks/Fool coverage) keep MSFT in buy-lists even as short-term volatility persists. Why Microsoft Is a Top Growth Stock
• Negative Sentiment: Gaming struggles — coverage noting Xbox is “losing the console race by miles” highlights declining hardware sales, layoffs and studio cuts that pressure Xbox profitability and near-term investor sentiment. Losing the Console Race by Miles
• Negative Sentiment: Execution and governance concerns — reports that Satya Nadella is pressing teams on Copilot progress (and commentary about micromanagement) suggest internal stress over execution timelines. Microsoft CEO Pushes Staff on Copilot Ambitions
• Negative Sentiment: Concerns about OpenAI exposure and required spending — some analysts/columns argue OpenAI ties could be a liability and commentators warn Microsoft “requires mass spending” to keep Azure competitive, both of which can pressure margins and near-term sentiment. OpenAI Is Looking More Like A Liability Jim Cramer Says Microsoft “Requires Mass Spending”

Microsoft Stock Performance

NASDAQ MSFT opened at $485.13 on Tuesday. The company has a fifty day moving average price of $499.20 and a 200-day moving average price of $503.42. The firm has a market cap of $3.61 trillion, a price-to-earnings ratio of 34.50, a PEG ratio of 1.82 and a beta of 1.07. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period last year, the firm earned $3.30 earnings per share. The firm’s revenue was up 18.4% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is presently 25.89%.

Insider Activity

In related news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. This trade represents a 8.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 over the last three months. Corporate insiders own 0.03% of the company’s stock.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).